Geller Family Office Services, a multi-family office with $4 billion in client assets under management, has joined New York-based RIA Dynasty Financial Partners’ network of advisory firms.
Geller will partner with Dynasty to enhance the firm’s technology platform by using Dynasty’s proprietary services including Dynasty Desktop, Addepar reporting, Dynasty’s proprietary CRM and Dynasty’s digital platform.
Geller is the 13th team that Dynasty has signed year to date, according to a Dynasty spokeswoman.
Founded in 1984 by Martin J. Geller, the firm provides tailored financial advisory and wealth management services, including CFO, tax advisory and real estate services, to a variety of clients including high-net-worth individuals, families, endowments and foundations, as well as institutions and businesses.
‘Partnering with Dynasty greatly enhances our technology platform, with state-of-the-art offerings. Further, Dynasty’s robust platform will help us recruit additional accomplished financial advisors to our team, better serve our existing clients and attract new clients,’ said Robert Wedeking, chief investment officer at Geller.
'In the industry today, there is an increased focus on professionalization in the independent space. With its impressive leadership team, we see enormous potential for Geller to achieve robust growth,' said Shirl Penney, chief executive of Dynasty.